Workflow during clinic:
1. All forms go through front desk CSRs (even if no form fee collected). Provides the form fee information sheet to patient. Ideally, this happens on check in.
2. If patient gives form to the MA, the MAs to have the CSRs process. MA provides form fee information sheet to patient and asks patient to review with CSR on checkout.
3. If patient gives form to provider, the provider gives to the MAs to have the CSRs process. The provider states ‘we have been asked to have all of the forms processed by the front desk so that the paperwork is not lost. Some of the forms have fees. I will have the MA get you information. MA provides form fee information sheet to patient and asks patient to review with CSR on checkout.
Outside of Clinic (K17)
1. Fax or mail received by secretaries – the form will be given to the CSRs for processing to review if there is a form fee and to be labelled for tracking. The secretary leaves a message for the patient (creates phone note), detailing the process and routes this to the front desk pool.
2. If form fee is required – CSRs contacts patient to collect fee over the phone or direct patient to pay in person.
3. Form is completed by provider and returned to secretary for scanning into EPIC and returning to CSRs. Patient contacts the patient know that that form is ready (faxed, mailed or for pickup).
4. Form is not released to patient until applicable fee collected.
Forms and charges (THERE IS NO CHARGE FOR DISABILITY DETERMINATION) – Does this Form Require a Fee?